SAM
Stone Asset Management Portfolio holdings
AUM
$62.6M
This Quarter Return
+5.51%
1 Year Return
-8.13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$170M
AUM Growth
–
Cap. Flow
+$170M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
76.12%
Holding
42
New
42
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
$21.9M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$20M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$18.7M |
| 4 |
iShares Russell 2000 Growth ETF
IWO
|
$17.4M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$11.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.28% |
| 2 | Consumer Discretionary | 0.47% |
| 3 | Communication Services | 0.21% |
| 4 | Financials | 0.14% |
| 5 | Consumer Staples | 0.13% |
